Sales Administrator

Stellar Select Limited; Watford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in the financial services sector is seeking a Sales Administrator in Watford. The role involves supporting the sales team by preparing documents, handling queries, and maintaining records. Ideal candidates will have admin experience and strong communication skills, with a salary of up to £30,000.

Benefits

Contributory Pension scheme

Private Medical Healthcare

Life Assurance

Dental Plan

Free eye tests

Annual leave purchase scheme

Social events

Refreshments

23 days annual leave with bank and public holidays on top

Perk box

Superb development opportunity

Qualifications

• Great telephone manner and able to articulate self well.
• Experience within an admin role.
• Experience in financial services desirable but not essential.

Responsibilities

• Provide administrative support to the sales team to help achieve new business targets.
• Handle inbound queries from introducers, delivering excellent service.
• Maintain accurate introducer records and stay informed about products.

Skills

Telephone manner

Communication

PCLiterate

Education

Experience within an admin role

Job description

Job Title: Sales Administrator

Location: Watford

Salary: Up to £30,000

Hours: Monday to Friday 9 am to 5.30 pm

Benefits:

• Contributory Pension scheme
• Private Medical Healthcare
• Life Assurance
• Dental Plan
• Free eye tests
• Annual leave purchase scheme
• Social events
• Refreshments
• 23 days annual leave with bank and public holidays on top
• Perk box
• Superb development opportunity

About the position of Sales Administrator:

As a Sales Administrator, you will be responsible for working alongside the bridging sales team to create and send terms and application documents accurately within agreed timeframes following our internal processes.

You will need to promptly assess application forms received to progress cases into the underwriting team, working closely with the sales team and intermediaries by providing support via email and phone to answer any queries in order to progress cases.

You will need to accurately maintain intermediary data on their in-house system ensuring broker information is correctly recorded and updated where necessary. You need to be able to provide guidance on the application process and timeframes so knowledge of bridging loans is preferable but not essential.

Responsibilities for the role of Sales Administrator:

• Provide administrative support to the sales team to help achieve new business targets, ensuring tasks are completed within agreed service levels.
• Prioritise and manage daily workload to effectively support sales activities.
• Handle inbound queries from introducers, delivering excellent service and identifying sales opportunities.
• Maintain accurate introducer records, including permissions, licences, and documentation.
• Stay informed about our full range of products to support cross-selling opportunities.
• Ensure all systems are kept up to date with accurate and timely information.
• Keep up to date with relevant market trends and mortgage industry knowledge.

Daily Tasks Include:

• Preparing and sending accurate bridging terms and application documents.
• Reviewing new applications for completeness before progressing to underwriting.
• Creating ESIS documents and checking broker permissions for regulated cases.
• Assisting the sales team with application queries and maintaining broker records.
• Gathering required documentation and agreements for intermediaries.
• Handling overflow calls and supporting regional teams as needed.
• Understanding and clearly communicating West One's bridging products.
• Flagging potential sales opportunities to the regional BDM team.
• Providing flexible support across the business, including covering absences.

Experience and skills required for the role of Sales Administrator:

• Great telephone manner and able to articulate self well
• Experience within an admin role
• PCLiterate
• Experience in financial services desirable but not essential

For more information regarding the role of Sales Administrator please get in touch with us.

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.